BZH
Beazer Homes USA, Inc. · Consumer Cyclical · Residential Construction
Données momentum (gérants comparables) :
étendue des détenteurs +15.4% ·
flux d'actions -6.2% ·
nouvelles positions nettes +13.3%
— formule
Fragmentation de l'actionnariat — plus de détenteurs, participation agrégée plus faible
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 75 | +5 | 13.18M | $369.55M | +10 | −6 |
| Q1 2026 | 74 | -3 | 15.20M | $292.48M | +5 | −8 |
| Q4 2025 | 77 | -2 | 16.35M | $331.51M | — | −2 |
| Q3 2025 | 19 | +1 | 10.47M | $257.15M | +2 | −1 |
| Q2 2025 | 15 | +2 | 8.71M | $194.85M | +4 | −2 |
| Q1 2025 | 10 | -4 | 4.32M | $88.10M | — | −4 |
| Q4 2024 | 14 | +2 | 4.50M | $123.52M | +2 | — |
| Q3 2024 | 11 | +2 | 3.26M | $111.38M | +3 | −1 |
| Q2 2024 | 9 | — | 3.19M | $87.67M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 3.13M | — | $70.13M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 3.13M | — | $70.13M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 3.13M | — | $70.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 3.13M | — | $70.13M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 3.13M | — | $70.13M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 3.13M | — | $70.13M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 3.13M | — | $70.13M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 3.13M | — | $70.13M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 3.13M | — | $70.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 3.13M | — | $70.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 3.13M | — | $70.13M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 3.13M | — | $70.13M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 3.13M | — | $70.13M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passif) | 1.82M | — | $40.60M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passif) | 1.82M | — | $40.60M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passif) | 1.82M | — | $40.60M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passif) | 1.82M | — | $40.60M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passif) | 1.82M | — | $40.60M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Capital World Investors ✦ | 1.66M | 0.0% | $37.13M | 0.0% | Held | 5 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passif) | 1.02M | -7.6% | $22.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passif) | 669.42K | -1.2% | $14.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passif) | 669.42K | -1.2% | $14.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 132.02K | -33.6% | $2.95M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 132.02K | -33.6% | $2.95M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 132.02K | -33.6% | $2.95M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 132.02K | -33.6% | $2.95M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Marshall Wace ✦ | 65.12K | -82.5% | $1.46M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Marshall Wace ✦ | 65.12K | -82.5% | $1.46M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Fisher Asset Management ✦ | 47.09K | -28.1% | $1.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 45.53K | -67.0% | $1.02M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Millennium Management ✦ | 36.58K | Nouveau | $818,205 | 0.0% | New | 1 | SEC ↗ |
| 32 | T. Rowe Price ✦ | 27.62K | +24.0% | $618,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Arrowstreet Capital ✦ | 16.68K | Nouveau | $373,176 | 0.0% | New | 1 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 16.09K | Nouveau | $359,978 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 14.52K | — | $324,735 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 14.52K | — | $324,735 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 14.52K | — | $324,735 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Tweedy, Browne ✦ | 13.25K | Nouveau | $296,492 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Millennium Management | $818,205 | 0.0% |
| Arrowstreet Capital | $373,176 | 0.0% |
| Citadel Advisors | $359,978 | 0.0% |
| Tweedy, Browne | $296,492 | 0.0% |
Sorti(e)
| Renaissance Technologies | $1.33M | était 0.0% |
| D. E. Shaw & Co. | $422,338 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 175 détenteurs, 25.55M actions, $471.99M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.